Kharah James (CRD# 6373158) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Suffolk, VA and has over 2 years of experience in the finance industry.
CRD# 2396863
Pathway Financial Planning, Inc.
Score
103
CRD# 3231124
Lincoln Financial Advisors Corporation
Score
103
CRD# 1710978
Virginia Capital Management Group Inc.
Score
101
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Suffolk, VA | Nov 2015 - Current | 1 |
| Towne Bank | Suffolk, VA | Nov 2015 - Current | 1 |
| Raymond James Financial Services | Suffolk, VA | Nov 2015 - Current | 1 |
| Wells Fargo Advisors, LLC | Chesapeake, VA | Aug 2014 - Nov 2015 | 1 |
| Wells Fargo Bank Na | Chesapeake, VA | Aug 2010 - Nov 2015 | 5 |
| Wachovia Bank | Virginia Beach, VA | Nov 2010 - Aug 2011 | < 1 |
| Homemaker | Virginia Beach, VA | Oct 2009 - Nov 2010 | 1 |
| Payless Shoe Source | Winston Salem, NC | Apr 2009 - Oct 2009 | < 1 |
| D. G. Corporation | Winston Salem, NC | Jul 2008 - Aug 2009 | 1 |
| Hooters Of America Inc. | Winston Salem, NC | Dec 2008 - Jul 2009 | < 1 |
| Wyndham Hotel Group | Winston Salem, NC | Jan 2007 - Dec 2008 | 1 |
| Speight's Cleaning Corp. | Winston Salem, NC | Jun 2006 - Jan 2007 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2014 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
- VA
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Total Assets Under Management64,210MILLIONS
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Total Number of Accounts224,839ACCOUNTS
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Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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